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Tessa J. Champlin

ROBINHOOD ASSET MANAGEMENT
Grand Rapids, MI
Some features on this profile are disabled
CRD#: 6759029
TC

Professional summary

Tessa J Champlin, who also goes by Tessa J Champlin, Tessa Janae Champlin, Tessa J. Gebhart, Tessa J Gebhart, Tessa Janae Gebhart, is a registered financial advisor currently at ROBINHOOD ASSET MANAGEMENT located in Grand Rapids, Michigan and ROBINHOOD FINANCIAL, LLC located in Lake Mary, Florida.

Tessa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Tessa has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tessa J Champlin | Tessa Janae Champlin | Tessa J. Gebhart | Tessa J Gebhart | Tessa Janae Gebhart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
-Champion Homes, LLC -Investment related activity pertaining to the ownership and management of rental property. -851 Shawmut Ct NW, Grand Rapids, MI 40504 -Partner/Owner as of 5/2023 -1-2 hours devoted per month, after securities trading hours. -Managing tenants and general upkeep of rental property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tessa J Champlin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 28, 2025 - Present

ROBINHOOD ASSET MANAGEMENT

RIA
CRD#: 323736
Grand Rapids, MI
Current

June 7, 2023 - Present

ROBINHOOD FINANCIAL, LLC

Office #1: 500 Colonial Center Pky Suite 100, Lake Mary, FL 32746
BD
CRD#: 165998
Lake Mary, FL
Past

September 3, 2021 - May 17, 2023

ACORNS

RIA
CRD#: 165926
Grand Rapids, MI
Past

September 3, 2021 - May 17, 2023

ACORNS SECURITIES, LLC

BD
CRD#: 168172
IRVINE, CA
Past

April 26, 2019 - August 16, 2021

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
ADA, MI
Past

March 25, 2019 - August 16, 2021

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
ADA, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(1/31/2025)
RR
Illinois
(6/7/2023)
RR
Michigan
(1/28/2025)
IAR
Michigan
(1/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/12/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)
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Contact information

Main Address
85 Willow Road, Menlo Park, CA 94025
Mailing Address
Phone number
650-940-2700 EXT 31450
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RAM FORM ADV PART 2A CLIENT BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts81,015
AUM (Assets Under Management)$ 158,695,275

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/25/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ROBINHOOD ASSET MANAGEMENT

CRD#: 323736Grand Rapids, MI

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